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Notis

Give each fundraising effort a clear project home

When a new fundraise needs coordinated work, Notis can turn its Affinity context into a BugHerd project your team can use to track the related tasks.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Project

Creates a new project.

Why this helps

Fundraising coordination can scatter across CRM notes and ad hoc conversations before anyone sets up a shared workspace.

  • Give a new fundraising effort a dedicated place for related tasks.
  • Carry a clear name and destination URL into project setup.
  • Start coordination without a separate manual project creation step.

Setup

Build it in a few focused steps.

  • 1Connect Affinity and BugHerd once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis to create a BugHerd project for a new fundraising effort using its supplied name and URL.
  • 4Pick a Notis webhook trigger and choose where run reports should go.
  • 5Test with one real fundraising effort and its intended project URL.

Questions about this workflow

What does BugHerd need to create the project?

The action description requires a project name and URL. Include both in the request or make them available in the context Notis receives.

Does this also create project tasks?

No. This workflow creates the project. Use a separate task creation workflow when the project is ready for specific work items.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Affinity to Bugherd. A trigger fires from one place; an action lands in another.

Affinity triggers

Bugherd actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Guest to Project

Adds an existing guest or invites a new client to a project.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Member to Project

Adds a member to a project.

ActionInstant

Create Attachment

Adds an attachment from a URL to a task.

ActionInstant

Create Column

Creates a custom workflow column in a project.

ActionInstant

Create Comment

Adds a comment to a task.

ActionInstant

Create Project

Creates a new project.

ActionInstant

Create Task

Creates a task in a project.

ActionInstant

Create Webhook

Creates a webhook for real-time task or comment notifications.

ActionInstant

Connect any two apps with Notis in the middle.

Affinity and Bugherd, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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